Institutional Ownership Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,816
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
19,275
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,878
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
17,434
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,231
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
16,419
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2023
Reduced 9.04%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
16,313
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,417
shares
|
$963,870
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,283
shares
|
$955,493
0.0% of portfolio
|
Q2 2025
Added 50.04%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$950,178
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
14,651
shares
|
$915,980
0.0% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
14,377
shares
|
$898,850
0.02% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,867
shares
|
$866,964
0.05% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
12,790
shares
|
$799,630
0.09% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
12,634
shares
|
$789,877
0.01% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
12,394
shares
|
$774,872
0.51% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
12,000
shares
|
$750,240
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
11,963
shares
|
$747,926
0.05% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
11,866
shares
|
$741,862
0.28% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,955
shares
|
$684,906
0.37% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,934
shares
|
$683,593
0.5% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
10,795
shares
|
$674,903
0.39% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,676
shares
|
$667,463
0.23% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
9,737
shares
|
$608,757
0.08% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$604,818
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|